Wealth Planning Advisors LLC

Wealth Planning Advisors LLC (CRD# 289234) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://wealthplanningonline.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ

Financial Advisors at Wealth Planning Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Soo Lee, financial advisor New Smyrna Beach FL
Soo J. Lee
CRD#: 2213989
New Smyrna Beach, FL

Soo Lee (CRD# 2213989) is an Investment Advisor Representative working at Wealth Planning Advisors LLC in New Smyrna Beach, FL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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